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August 7th, 2025 | 07:30 CEST

Bayer and its billion-dollar problem! Evotec fails to impress analysts! AI stock NetraMark makes a splash!

  • Biotechnology
  • AI
  • Biotech
  • Pharma
Photo credits: pixabay.com

More positive news for AI insider tip NetraMark. The Company has secured a new customer for its AI platform designed to improve clinical trials. This could bring an end to the stock's sideways trend. Analysts continue to see significant upside. In contrast, analysts are cautious about Bayer's quarterly figures. The surprise stock of the year so far is facing a significant setback. The billion-dollar problems in the US are back on the table, weighing heavily on the stock. And what is Evotec doing? The sale of its site in France is intended to contribute to the Company's profitability. However, this only briefly boosted sentiment on the stock market. In the meantime, the stock has shifted into reverse. Rightly so?

time to read: 3 minutes | Author: Fabian Lorenz
ISIN: BAYER AG NA O.N. | DE000BAY0017 , EVOTEC SE INH O.N. | DE0005664809 , NETRAMARK HOLDINGS INC | CA64119M1059

Table of contents:


    Sébastien Plouffe, CEO, Founder and Director, Defence Therapeutics Inc.
    "[...] Defence will continue to develop its Antibody Drug Conjugates "ADC" and its radiopharmaceuticals programs, which are currently two of the hottest products in demand in the pharma industries where significant consolidations and take-overs occurred. [...]" Sébastien Plouffe, CEO, Founder and Director, Defence Therapeutics Inc.

    Full interview

     

    NetraMark Holdings: Will a new customer trigger a breakout?

    Artificial intelligence (AI) is playing an increasingly important role in the development of new drugs. The advantages are clear: it saves time and money. NetraMark specializes in AI-assisted clinical trials through its proprietary platform NetraAI, and is steadily expanding its client base. Just two days ago, the Company announced a new partnership: Asklepion Pharmaceuticals will use NetraAI to analyze its key Phase III paediatric clinical trial. The study is investigating the efficacy of intravenous L-citrulline (CIT-003-01) in preventing acute lung injury in children who require cardiopulmonary bypass surgery due to congenital heart defects.

    NetraMark's AI analytics will help demonstrate the benefits of L-citrulline in specific patient subgroups and improve study results. Asklepion CEO Jeff Courtney commented: "We want to push the boundaries of drug development in paediatrics, and NetraMark's technology shows us a promising path forward."

    NetraMark is thus continuing its positive development and positive news flow. Most recently, NetraAI caused a sensation when it outperformed major competitors ChatGPT and DeepSeek in a comparative evaluation. In three independent studies focused on schizophrenia, depression, and pancreatic cancer, NetraAI was the only system able to reliably identify clinically relevant subgroups.

    Given these developments, it seems only a matter of time before the share, currently trading on Tradegate in Germany, breaks out of its sideways movement between EUR 0.80 and EUR 1.00 that has persisted since May. The price target set by analysts at Zacks Small-Cap Research is CAD 2.25.

    Evotec: Share price falls again

    Evotec shares continue to be a source of disappointment. The announced sale of peripheral businesses – or perhaps even crown jewels? – is now being implemented. Evotec recently announced a non-binding agreement with Sandoz regarding the possible sale of Just – Evotec Biologics EU, owner of the J.POD facility for the manufacture of biologics in Toulouse, France. Under the agreement, Sandoz would also acquire a technology license, thereby gaining access to Evotec's proprietary platform for the integrated development and advanced continuous manufacturing of biologics. The two companies have been working closely together at the Toulouse site since 2024.

    The agreement is part of Evotec's new strategy to drive sustainable and profitable growth. The further development of Just – Evotec Biologics would thus be less capital-intensive for the German biotech company in the future. Evotec would receive around USD 300 million for the site. Additional technology-related considerations, future development revenues, milestone payments, and product license fees are also planned.

    Evotec shares reacted positively to the news only briefly. They had been falling steadily over the previous six trading days. The share price is now back well below EUR 7.

    Bayer: Billion-dollar lawsuits are back

    Bayer shares have been one of the positive surprises on the DAX so far this year. The news flow from the pharmaceutical sector was positive, and the lawsuits in the US were ignored. Yesterday, this scenario took a hit, and investors sent the share price down by over 5%.

    The reason was the second quarter report. Although the currency-adjusted annual forecast was raised just a few days ago, investors were not at all pleased with some of the details in the quarterly report. Special items resulted in a consolidated loss of around EUR 200 million. This is attributable to the ongoing proceedings in the US relating to glyphosate. The Leverkusen-based company had to set aside further provisions for this. Free cash flow also declined significantly, falling from EUR 1.27 billion to EUR 125 million.

    The fact that adjusted profit rose significantly and net financial debt was reduced by 9.5% to EUR 33.3 billion did not deter investors from selling the stock. Analysts were also less than enthusiastic. By midday, Jefferies, JPMorgan, and UBS had confirmed their "Hold" recommendations.


    Bayer has once again shown that the lawsuit issue could resurface at any time. This makes the Company difficult to assess. The news flow for NetraMark remains positive. This should soon catapult the share price out of its sideways movement. Evotec's new focus on profitability at the expense of growth continues to be unpopular with investors and analysts.


    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Fabian Lorenz

    For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.

    About the author



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